Licensed Professional Counselor, Outpatient
LifeStance Health
International Investment Counselor
Fisher Investments
full-time
Posted on:
Location: Florida • 🇺🇸 United States
Visit company websiteJob Level
Entry Level
About the role
- Work with our UK clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
- Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
- Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
- Report to your group manager and participate in training program
Requirements
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial and client services
- Required to pass the Series 65 exam or equivalent
- Achieve results and provide unparalleled service
- A thoughtful consultative approach with an emphasis on client focus
